ARLEN MIRANDILLA
Pagbilao
Summary
Professional with 14 years in the insurance and banking industries, consistently surpassing sales targets and delivering strong results. Skilled in accounting, administration, and lead generation, with strong communication and project management abilities. Experienced in supporting executives to ensure well-organized and efficient operations in fast-paced environments. Demonstrates the ability to improve processes and productivity, with a proven track record of driving success
Overview
18
18
years of professional experience
Work History
Executive Assistant to CEO / Accountant (Accounts Payable)
SOFRA Group (France)
12.2022 - Current
- Invoice Processing and Accounting: Manage accounts payable, vendor invoices, and financial entries using Yooz and Sage. Maintain general ledger and chart of accounts, ensuring accurate records of cash, credit, fixed assets, accrued expenses, and credit lines.
- Bank Reconciliation: Reconcile accounts by comparing general ledger figures with weekly and monthly bank statements. Record deposits, reconcile bank accounts monthly, track expenses, and analyze bank reconciliation lines.
- Month-End Reports: Record and adjust monthly inventory and expense provisions; reverse previous month's inventory entries. Ensure the third part of Tableau RESULTAT tab aligns with the bank statement and reconcile the second and third parts of RESULTAT tab.
- Tax and Reporting: Utilize accounting software to manage tax payments/refunds and report to French authorities. Prepare and deliver reports to the head of finance, hotel manager, and CFO, ensuring accuracy and compliance.
- Executive Support: Handle administrative duties, including screening executive emails, organizing office systems, and managing confidential information. Assist in lead generation on LinkedIn, Apollo, and Kaspr, and support SPOKE Developers with website maintenance, blog translation, and coding. Collaborate with senior management on projects and volunteer for special assignments.
Sr Executive Assistant to CEO (WFH)- Freelance
Canadian Special Events
01.2022 - Current
- Drafting and Presentations: Prepare letters, create presentations, and manage email communication to ensure smooth and clear correspondence.
- Event Project Management: Assist in managing events, andcoordinating with clients, judges, sponsors, and exhibitors to make sure everything runs smoothly.
- Meeting and Travel Arrangements: Handle meeting schedules and organize travel plans, ensuring everything is booked and confirmed.
- Job Posting: Post event-related jobs on WordPress, gathering details from LinkedIn and Indeed, and making sure everything is updated on time.
- Content Management: Draft and manage WordPress articles featuring stories from participants of the Canadian Special Events Awards. Ensure that titles are engaging, photos are high-quality, and images align with the story and meet specified requirements
- Lead Generation for Business Development: Research and gather leads in the event industry across Canada, particularly in Toronto. Verify that the contact information is accurate and valid, then store everything in a shared Google folder for the CEO's access
- File Organization: Keep files organized in Google Drive with links for easy access, ensuring executives can quickly find what they need.
Area Sales Manager
AXA Philippines
11.2019 - 11.2020
- Sales Leadership and Team Management : Drive the sales team to achieve a top 10 ranking among 27 areas nationwide by training, developing, and motivating a ten-member team to meet quarterly revenue growth and key performance indicators.
- Relationship Building: Develop and maintain strong relationships with PSBank Branch Heads, Officers, and Staff, facilitating cooperation and strategic alignment.
- Business Planning: Regularly develop and present monthly business plans to executives, ensuring alignment with company goals and stakeholder expectations.
- Performance Recognition: Recognized for consistently exceeding performance expectations and delivering exceptional results, evidenced by receipt of a prestigious award.
Bancassurance Sales Executive - MDRT
BPI-Philam Life Assurance Company
08.2013 - 08.2019
- Sales Strategy and Client Management: Set appointments, craft proposals, quotes, and financial solutions; consistently prepare, analyze, and submit sales reports. Achieve sales goals and service targets by cultivating and securing new customer relationships. Meet existing customers to review current services and expand sales opportunities.
- Relationship Building : Build and nurture relationships with branch staff, managers, and relationship managers to drive insurance policy sales. Develop and maintain strong working relationships with professionals within the assigned territory.
- Professional Development. Attend weekly and monthly sales meetings, handle bank and area assignments, and participate in quarterly sales training sessions. Research sales opportunities and potential leads to exceed sales goals and increase profits.
Financial Sales Executive
AXA Philippines
01.2010 - 09.2012
- Sales Strategy and Client Management: Set appointments, craft proposals, quotes, and financial solutions; consistently prepare, analyze, and submit sales reports. Achieve sales goals and service targets by cultivating and securing new customer relationships. Meet existing customers to review current services and expand sales opportunities.
- Relationship Building : Build and nurture relationships with branch staff, managers, and relationship managers to drive insurance policy sales. Develop and maintain strong working relationships with professionals within the assigned territory.
- Professional Development. Attend weekly and monthly sales meetings, handle bank and area assignments, and participate in quarterly sales training sessions. Research sales opportunities and potential leads to exceed sales goals and increase profits.
Executive Assistant, Teller, Bookkeeper
CARD Bank Inc.
08.2006 - 02.2010
- Bookkeeper, Branch Accountant: Support branch management with financial schedules, maintain accurate account records, generate daily loan reports, and analyze expenses. Prepare monthly reports.
- Process payments, manage cash drawer, and handle loan collections and deposits.
- Executive Assistant, President/CEO: Manage correspondence, phone calls, travel arrangements, accounts receivable, board meetings, and employee notifications.
Education
BSBA -Banking and Finance -
MSEUF
Lucena City01.2009
7th Month Caregiver Course -
St. Dominic College of Arts And Sciences
Baccor Cavite01.2003
Computer Technician -
AMA CLC
Lucena City01.1998
Skills
- Executive Support
- Accounting and Finance
- Sales and Business Development
- Customer Service:
Awards
- BpiPhilam: Elite Circle Award from 2016 to 2018.
- BpiPhilam: Million Dollar Round Table award for 2017 and 2018.
- BpiPhilam: Consistent Monthly award from the area for delivering outstanding sales from 2015 to 2018.
- Salutatorian 1996 Secondary
- 3rd Honor 1992 Primary
Training
- Social Media Ads for Insurance Advisor, Buzz Manila, 06/2021
- Customer service, Card bank Inc., 12/2007
- Early Freud Detection, Card Bank Inc., 02/2009
- Caregiver: Elderly Care, 08/2003
- Care for Child Handicapped, 07/2003
- Nursing Assistant, 08/2003
- Youth Leadership and Empowerment on LGU, 09/1996
Personal Information
Nickname: Allen
Date of Birth: July 11, 1979
Height: 5’5”
Citizenship: Filipino
Religion: Roman Catholic
SSS Number: 0433499246
Tin Number: 919940942
Timeline
Executive Assistant to CEO / Accountant (Accounts Payable)
SOFRA Group (France)
12.2022 - Current
Sr Executive Assistant to CEO (WFH)- Freelance
Canadian Special Events
01.2022 - Current
Area Sales Manager
AXA Philippines
11.2019 - 11.2020
Bancassurance Sales Executive - MDRT
BPI-Philam Life Assurance Company
08.2013 - 08.2019
Financial Sales Executive
AXA Philippines
01.2010 - 09.2012
Executive Assistant, Teller, Bookkeeper
CARD Bank Inc.
08.2006 - 02.2010
BSBA -Banking and Finance -
MSEUF
7th Month Caregiver Course -
St. Dominic College of Arts And Sciences
Computer Technician -
AMA CLC
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